Valda JordanValda JordanWealth Advisor
About Valda
Valda Jordan is a Wealth Advisor at J.P. Morgan Wealth Management.
Valda draws on more than a decade of significant experience to offer complex financial strategies to affluent individuals. Her clients, who include professional athletes, entertainers, successful entrepreneurs and C-suite executives across the nation, are ambitious and self-disciplined, driven by a strong personal desire to accomplish meaningful, important goals.
Valda understands the personal nature of wealth management and creates a safe space for clients to discuss their financial aspirations. She is known as someone who places each individual's needs front and center, and her strength can be found in her in-depth discovery process of getting to know her clients and the details of their unique story. By assessing a client's needs across both sides of the balance sheet, Valda delivers holistic and goals-based guidance through a comprehensive wealth plan. She couples a boutique level of service with the powerful resources of a global leader to best serve her clients and their families.
Before joining J.P. Morgan in 2022, Valda spent nine years as a Financial Advisor at Merrill Lynch. Previously, she was a Financial Advisor at Principal Financial Group and worked in offshore private banking at Crédit Agricole Indousez. She possesses a passion for entrepreneurship and is a sought-after sounding board, helping clients flesh out ideas for building and improving their businesses, and gaining access to resources.
A graduate of Dalhousie University in Nova Scotia, Canada, Valda earned a B.A. with an advanced major in Economics. She also holds an M.B.A. in International Business from the University of Miami and a Diploma in French Language from Université de Droit et D'Economie D'Aix-Marseille in France. In addition, she holds the Chartered Retirement Planning CounselorSM (CRPC®) and the CERTIFIED FINANCIAL PLANNERTM (CFP®) designations.
Valda was born in California and grew up in the Caribbean. She enjoys the local cuisine, culture and beautiful turquoise beaches of the islands. She now resides in Houston, Texas, and finds any crystal blue coastline an ideal vacation spot for remembering her roots.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now